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Geetika Khanna
December 13, 2019
Question

My query is that in sandbox in case of UK and INR, I see tax but in case of US, I don't see the tax. So, in case of US do we have an option of tax?

  • December 13, 2019
  • 1 reply
  • 0 views

We have an expense management application which we would like to integrate with QuickBooks.

 

My query is that in sandbox in case of UK and INR, I see tax in purchas but in case of US, I don't see the tax. So, in case of US do we have an option of tax?

 

Please see screenshots in the attached file. 

1 reply

AlexV
AlexV
December 13, 2019

Good to see you, Geetika Khanna.

 

I'm here to guide you.

 

The taxes are already part of your expenses. When you record it in the US version, the total amount you enter should include the tax amount. It's your vendor/supplier who will charge you a tax, not you charging it.

 

The only time you apply a tax into a bill is when you make it billable to your customer. You can turn on this option by following these steps:

  1. Go to the Gear icon and select Account and Settings.
  2. From the Expenses tab, edit the Bills and Expenses section.
  3. Check the Make expenses and items billable box.
  4. Click Save, then Done.

 

Open or create again a bill. You'll notice that there's a Tax column. You can check it so that QuickBooks will calculate a tax.

 

In addition, UK version has an option to charge a tax into a bill or not. Though, I suggest to reach out to HMRC to verify if you'll need to apply additional taxes into a bill.

 

Also, you can ask additional assistance from an accounting experts or to your accountant. They can share more details about your taxes.

 

You'll want to read these articles for more information:

Keep your posts coming if you need additional help.

G
Geetika KhannaAuthor
December 15, 2019

Hi Alex,

 

Thanks for your reply.

 

If I enter employee expenses as bill in QuickBooks US, will it show tax column? The expenses are not billable to customer. 

S
ShiellaGraceA
December 15, 2019

Hello Geetika Khanna,

 

I'd like to jump in and add some information about the tax column when creating expenses.

 

While VAT and Tax are different in terms of countries, you're able to see this column once you have turned on your sales tax. However, you're unable to mark the tax column when it isn't billable. 

 

You'll want to add the tax amount manually as another line item in your expense transaction. Let me guide you on how to do it.

  1. Click the +New icon at the top left of your screen.
  2. Select Expense under Vendors.
  3. Add the vendor details, and then go to the next line to add the taxes.
  4. Choose the account where you record your taxes, or highlight it if you already have one.
  5. Manually enter the tax amount in the Amount column.
  6. Tick Save and close.

Once done, you can go to your Chart of Accounts and run an Account QuickReport to see the taxes.

 

To do so, here are the steps:

  1. Go to the Accounting tab, then Chart of Accounts.
  2. Locate the account and then tick the Run report link.

Please see attached screenshots below.

 

You can also refer to this article if in case you want to troubleshoot sales tax payment issues.

 

If you have other questions about taxes, please don't hesitate to reach out. I'm always here to help. Have a great weekend.

 

 

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